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Lewis Asset Management’s AES AES Stock Holding History

Lewis Asset Management’s Portfolio AES Stock Details AES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-108,717
Closed -$1.56M – 200
2025
Q4 		$1.56M Buy
108,717
+4,019
+4% +$56.6K 0.63% 39
2025
Q3 		$1.38M Buy
104,698
+28,065
+37% +$365K 0.57% 44
2025
Q2 		$806K Sell
76,633
-17,767
-19% -$190K 0.38% 66
2025
Q1 		$1.17M Buy
+94,400
New +$1.09M 0.97% 21

Other funds holding AES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Lewis Asset Management's AES Position: Q1 2026 in Review

Lewis Asset Management sold out of AES (AES) in Q1 2026, closing a stake of 108,717 shares — an estimated $1.56M sold.

Lewis Asset Management first reported a position in AES in Q1 2025 and held it in 4 quarters. The position peaked at $1.56M in Q4 2025. 748 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Lewis Asset Management reported no remaining AES position as of Q1 2026 after selling out during the quarter.
  • Lewis Asset Management sold 108,717 AES shares in Q1 2026, an estimated $1.56M.
  • Lewis Asset Management first reported a position in AES in Q1 2025 and held it in 4 quarters.
  • Lewis Asset Management's AES position peaked at $1.56M in Q4 2025.
  • 748 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Lewis Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.